Are you worried about

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Investing in something that is not suitable to you only to find out too late? 

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Suffering losses because you did not have the time to properly manage your own investments?

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Not doing enough with your savings and accumulating your wealth too slowly? 

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Participate in an investment portfolio

managed by an Independent FA and CFP

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Receive the information and insights you need to make an informed decision easily and effortlessly

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Identify and implement only the best funds on the best platforms suitable to your financial plans

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Rest assured that your investments are being managed by a professional as I personally invest in the portfolio that I'm managing. 

Schedule an online

introductory meeting

or pm me directly:

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Thanks for submitting! I'll reach out to you in the next 24 hours!

 

Download the Owners Manual

What is the owner's manual all about: 

The Owner's Manual is a 16-page document that I wrote specifically for my investors like yourself as your understanding of what we are trying to achieve and how we will approach it is a critical element of enabling us to attain your investment goals. 

Receive regular updates and analysis of your portfolio:

2021 Semi-Annual Update

New to investing?

Here are three explainers to help you understand the basic of investing

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You're in the safe hands of a Certified Financial Planner

"I’ve engaged Daniel to plan out my finances and I would highly recommend his services to anyone who needs a trusted advisor. Daniel is professional towards his recommendations; he focuses on my needs and interest instead of hard-selling products."

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"Daniel is definitely my go-to person for financial planning. He is not only thorough in his analysis of his client's investment and financial portfolios but is also extremely patient in explaining his recommendations from his research."

"Daniel is a competent financial analyst/planner who is extremely capable of distilling the many financial products out there to suit your individual needs. I have no doubt he is both reliable and trustworthy which are traits that will bring him far in any pursuits chosen -- and especially in the field he is in."

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